See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,323 | $201,259-28.8% | $184,200-22.2% | $145,959-1.8% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 19.33% | 28.98%-9.6pp | 28.80%-9.5pp | 561.95%-542.6pp |
| Employer contribution / active EE | $2,977 | $7,018-57.6% | $6,424-53.7% | $4,661-36.1% |
| Participant deferral / active EE | $4,886 | $9,806-50.2% | $9,132-46.5% | $6,689-27.0% |
| Admin fee / account holder | $2,890 | $16,372-82.4% | $13,907-79.2% | $13,398-78.4% |